Honolulu Capital Management

RIASEC Registered
Total AUM
$3.2M
Discretionary
$0
0% of AUM
Avg account
$62.5K
Accounts
51
Employees
1
Advisory reps
1

Firm details

Headquarters
Honolulu, Hawaii
CRD number
300951
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI67.03%
  • Individuals32.97%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Honolulu Capital Management is structured as a limited liability company owned by an individual and advises primarily individual and family clients. The firm provides portfolio management services for individuals, small businesses and for businesses or institutions, and charges fees based on a percentage of assets under management. According to its disclosures the adviser does not position itself as an ESG investor, operates within a single state jurisdiction, and is not organized as a capital allocator or pension consultant. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Tod Marcus

    Managing MemberCRD 5342929

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Honolulu, HI

Honolulu

Location

Honolulu, HI

Headquartered in Honolulu, HI, in the West of the United States.

Region
West
County
Honolulu
Address
3049 Ualena St
Time zone
HT (UTC-10)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth